Northwestern Mutual Wealth Management’s Intrepid Potash IPI Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio IPI Stock Details IPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-200	Closed	-$6K	–	3108
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	2598
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	2381
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	2372
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	2350
2020 Q2	$2K	Sell	200 -110	-35%	-$1.14K	﹤0.01%	2228
2020 Q1	$2K	Hold	310	–	–	﹤0.01%	2262
2019 Q4	$8K	Buy	310 +110	+55%	+$2.99K	﹤0.01%	1974
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	2004
2019 Q2	$7K	Hold	200	–	–	﹤0.01%	2045
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	2010
2018 Q4	$5K	Hold	200	–	–	﹤0.01%	2039
2018 Q3	$7K	Hold	200	–	–	﹤0.01%	2028
2018 Q2	$8K	Hold	200	–	–	﹤0.01%	1891
2018 Q1	$7K	Hold	200	–	–	﹤0.01%	1834
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	1755
2017 Q3	$9K	Buy	+200	New	+$6.75K	﹤0.01%	1691
2016 Q3	–	Sell	-72	Closed	-$1K	–	2250
2016 Q2	$1K	Hold	72	–	–	﹤0.01%	1947
2016 Q1	$1K	Sell	72 -80	-53%	-$1.44K	﹤0.01%	2004
2015 Q4	$4K	Hold	152	–	–	﹤0.01%	1353
2015 Q3	$8K	Hold	152	–	–	﹤0.01%	1134
2015 Q2	$18K	Hold	152	–	–	﹤0.01%	889
2015 Q1	$18K	Hold	152	–	–	﹤0.01%	894
2014 Q4	$21K	Hold	152	–	–	﹤0.01%	871
2014 Q3	$23K	Hold	152	–	–	﹤0.01%	783
2014 Q2	$25K	Sell	152 -5	-3%	-$804	﹤0.01%	720
2014 Q1	$24K	Buy	157 +10	+7%	+$1.53K	﹤0.01%	729
2013 Q4	$23K	Hold	147	–	–	﹤0.01%	755
2013 Q3	$23K	Buy	147 +89	+153%	+$13.6K	﹤0.01%	716
2013 Q2	$11K	Buy	+58	New	+$10.6K	﹤0.01%	824

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IMOV

Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's IPI Position: Q3 2021 in Review

Northwestern Mutual Wealth Management sold out of Intrepid Potash (IPI) in Q3 2021, closing a stake of 200 shares — an estimated $6K sold.

Northwestern Mutual Wealth Management first reported a position in IPI in Q2 2013 and held it in 29 quarters. The position peaked at $25K in Q2 2014. 86 funds tracked by Wall St. Rank hold IPI as of Q3 2021.

Northwestern Mutual Wealth Management reported no remaining Intrepid Potash position as of Q3 2021 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 200 Intrepid Potash shares in Q3 2021, an estimated $6K.
Northwestern Mutual Wealth Management first reported a position in Intrepid Potash in Q2 2013 and held it in 29 quarters.
Northwestern Mutual Wealth Management's Intrepid Potash position peaked at $25K in Q2 2014.
86 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.